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American Funds 2040 Target Date Retirement Fund (AAGTX)

SEC CIK 1380175 · Series S000015561 · Portfolio as of 2026-04-30

Net assets
$52.84B
Holdings
26
Snapshots
27
History since
2019-10-31

Top holdings

SecurityValueWeight
AMERICAN BALANCED FUND (AMBAL) · RLBGX$4.24B8.03%
AMERICAN MUTUAL FUND (AMF) · RMFGX$3.72B7.04%
CAPITAL WORLD GROWTH & INCOME FUND · RWIGX$3.71B7.02%
FUNDAMENTAL INVESTORS · RFNGX$3.55B6.71%
GROWTH FUND OF AMERICA (THE) · RGAGX$3.53B6.68%
AMCAP FUND · RAFGX$3.52B6.65%
NEW PERSPECTIVE FUND (NPF) · RNPGX$3.05B5.78%
WASHINGTON MUTUAL INVESTORS FUND (WMIF) · RWMGX$3.03B5.73%
SMALLCAP WORLD FUND INC · RLLGX$2.86B5.41%
U S GOVERNMENT SECURITIES FUND (GVT) · RGVGX$2.62B4.96%

Sector exposure

other
100.0%

Recent monthly returns

2025-11
+1.04%
2025-12
+0.33%
2026-01
+2.48%
2026-02
+1.15%
2026-03
-6.01%
2026-04
+7.73%

From N-PORT Part B, units verified by net-asset reconciliation.

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Full holdings, every historical snapshot, point-in-time queries, monthly returns and flows — free tier available, no card required.

Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.